Difference between revisions of "Follow Up Details"
From Charitylog Manual
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* Completes the associated [[Volunteer Job Card]] (with a completed date), and inserts the text from the "Description of Work Done" field to the "Job Description" field on the Job Card (replacing whatever is already there) | * Completes the associated [[Volunteer Job Card]] (with a completed date), and inserts the text from the "Description of Work Done" field to the "Job Description" field on the Job Card (replacing whatever is already there) | ||
| − | * Adds a [[Volunteer Timesheet | + | * Adds a [[Volunteer Timesheets|Volunteer Timesheet]] to that job card with a description of the work done (again taken from the "Description of Work Done" field), time spent, travelling time, and mileage |
* Creates a Contact with date and method as specified on this screen (but always with time 0000, i.e. midnight). | * Creates a Contact with date and method as specified on this screen (but always with time 0000, i.e. midnight). | ||
* '''Optional;''' if you complete the "Create Next Appointment For Client?" and "Next Date and Time for Appointment" fields, another job card will be created for the date and time specified. An outstanding Action will also be created which will appear on the client's History tab, and the user's Action List, reminding them to follow up that appointment. | * '''Optional;''' if you complete the "Create Next Appointment For Client?" and "Next Date and Time for Appointment" fields, another job card will be created for the date and time specified. An outstanding Action will also be created which will appear on the client's History tab, and the user's Action List, reminding them to follow up that appointment. | ||
Revision as of 13:06, 31 August 2016
Only accessible when a Project is using Automatic Follow-Ups.
Location in standard build: Volunteering Options > Volunteering Diary > Update Job Card
Also accessible from: Update button on automatically created follow-ups (from History tab or from the Action List).
Example of a Follow-Up Details screen:
The Follow Up Details page is accessible if a Project is using Automatic Follow-Ups on Volunteer Assignments. Completing a Follow-Up does several things at once:
- Completes the associated Volunteer Job Card (with a completed date), and inserts the text from the "Description of Work Done" field to the "Job Description" field on the Job Card (replacing whatever is already there)
- Adds a Volunteer Timesheet to that job card with a description of the work done (again taken from the "Description of Work Done" field), time spent, travelling time, and mileage
- Creates a Contact with date and method as specified on this screen (but always with time 0000, i.e. midnight).
- Optional; if you complete the "Create Next Appointment For Client?" and "Next Date and Time for Appointment" fields, another job card will be created for the date and time specified. An outstanding Action will also be created which will appear on the client's History tab, and the user's Action List, reminding them to follow up that appointment.
Rob Kay - manual author (talk) 16:03, 12 August 2016 (BST)
